Subscriber metrics

From RPM Wiki

This feature is still in development.
Table of contents

Summary

Subscriber metrics are a collection of usage statistics used to invoice subscribers (RPM Software's customers).

Details

Metrics are always tracked per subscriber.

Monthly

Every month the metrics are saved for that month. Historical metrics can be viewed for each subscriber.

  • When a new month starts, the current month counts are saved as a past month and counts in past months are never altered.

Pages

  • Subscriber details page: "Metrics" web box lists each metric for the most recent month in an info style.
  • Metrics page for a subscriber: A grid with each metric as a column and months as rows. The rows are labeled like commission runs ("Jan 2008") and sorted descending (newest to oldest). This page lists every month for one subscriber.
    • File is "SubscriberMet.aspx"
    • Breadcrumb link is the subscriber
    • Page title is "Metrics history"
    • There is nothing to click on this page
  • Metrics page for all subscribers: A grid with each metric as a column and subscribers as rows. Sorting is alphabetical subscriber name. Each subscriber name is a link to their metrics page. A drop down at the top lists the months descending (newest to oldest). Default is the most recent month.
    • File is "SubscriberMetAll.aspx"
    • Page title is "Subscriber metrics"

Metric labels

Label, column. We use a shorter version for column headers for the grid page:

  • Super users, Super
  • Enabled staff, En. staff
  • Active staff, Ac. staff
  • Enabled managers, En. mgrs
  • Active managers, Ac. mgrs
  • Enabled reps, En. reps
  • Active reps, Ac. reps
  • Concurrent max, Conc. max
  • When, When
  • Logon time, Minutes
  • File limit, File limit
  • Comm. items, Items
  • Process fields, Fields

User counts

All metrics include users in the trash and disabled users when applicable. Even if a user is removed from the trash, it is still eligible to be counted. When a new month comes, the current values are saved and then "reset" to current users.

  • Super users: The number of staff users with the super user role at any time during this month who were never locked during the month.
    • Excludes locked users.
  • Enabled staff users: The number of staff users who were enabled at some point during the month.
    • Excludes super users.
    • Excludes locked users.
  • Active staff users: The number of staff users who have logged on at least once this month.
    • Excludes super users.
    • Excludes locked users.
  • Enabled managers: The number of agent manager users who were enabled at some point during the month.
  • Active managers: The number of agent manager users who have logged on at least once this month.
  • Enabled reps: The number of agent rep users who were enabled at some point during the month.
  • Active reps: The number of agent rep users who have logged on at least once this month.

Rules

  • When a user is included in the "super users" count, they are never counted in any other count. For example, I have a staff user of a regular role. They are enabled an logon a few times. If I then change that user to the super user role they are now counted in the super user metric and won't appear in other metrics. Even if their roles is changed back, even if they are disabled or trashed then emptied from the trash, they are still included in the super user count. This is to prevent users from creating users then deleting them before the month is over to get out of paying for them. The only thing that removes a user from this metric is locking them. When an admin locks a staff user, that removes them from any metric.
  • A similar protection is in place for the enabled user count. We don't want users figuring out when we count up users for billing and just disabling users then. That is why if the user was enabled at any time during the month they are counted even if they are deleted. They only way to get them out of the enabled or active count is to make them a super user (transferring them to the more expensive super user count) or to lock them (removing them from all counts).
  • In other words, there are only two ways a user can not show up in the counts: *# Be disabled for the entire month (not show up as enabled), no logon for the entire month (not show up as active), and never be in the super user role.
    1. Be locked by an admin

Concurrent users

A count of the most users logged on at once of any type. This is a "high water mark" type metric that only tracks the record for the month and when that was.

  • Count
    • Excludes locked users.
  • Date & time

Rules

  • The locked status of the user is counted as what it was when they logged on. Locking or unlocking an online user will take affect for metric counting the next time they logon.

Time

A count of the number of minutes spent logged on by all users of any type. This is an incremental count that starts at 0 each month and rises during the month.

  • Minutes
    • Excludes locked users.

Rules

  • The locked status of the user is counted as what it was when they logged on. Locking or unlocking an online user will take affect for metric counting the next time they logon.

Files

The highest file attachment limit the subscriber had during the month. This is a "high water mark" type metric that only tracks the record for the month.

  • File limit (MB)

Commission items

The number of commission items in the most recently closed commission run.

  • Items
    • 0 if the commission module is off, even if there are old commission items.

Process fields

The total number of fields across all forms at this moment. Process management only.

  • Fields
    • Excludes fields and forms in the trash
    • 0 if the process management module is off, even if there are old forms.

Security

Administrators only

Future

  1. Record a subscription plan per subscriber
    • Unlimited, Enabled users, Active users, Concurrent users, Minutes
  2. Staff (probably Super user role only) access to their metrics. We won't do this yet because we need the ability to hide metrics that don't apply based on the subscriber's plan (see above) to avoid confusion.
  3. Excel download for the grids
  4. Have a commission schedule per subscriber based on master templates. This must account for the matrix that outlines limits for files, items, and fields and how much to charge for overages.

History

  • Pioneer: Began tracking concurrent users and overall time. New rules on user metrics. Replaced administrator "Subscriber invoices" report.
  • This page was last modified 17:23, 6 May 2008.
  • This page has been accessed 1657 times.